A complete list of active advisors currently associated with St. Louis Financial Planners Inc.

Warmer can help you find a great advisor at St. Louis Financial Planners Inc. or one who fits your needs even better.

St. Louis Financial Planners, Inc. provides financial planning and advisory services primarily to individual clients and plan sponsors, covering retirement, tax, estate and college planning, cash‑flow analysis, and risk management including life and disability insurance needs. The firm prepares written plans with implementation recommendations and refers discretionary portfolio management to its affiliated registered adviser, St. Louis Financial Planners Asset Management, LLC. STLFP’s investment work emphasizes written, step‑by‑step financial plans and ongoing account monitoring, while portfolio strategies rely principally on technical analysis and use individual equities and exchange‑traded funds. Accounts are reviewed at least quarterly or more frequently as market or client circumstances dictate, and discretionary trading authority for managed accounts is exercised through the affiliated asset manager. Noteworthy features include a formal affiliation and revenue‑and‑expense sharing arrangement with STLFPAM, shared office space and staff allocation between the two entities, and principals who split substantial time between the firms. The brochure also discloses that firm representatives are licensed to sell life insurance and annuities through broker‑dealers and receive commissions for those products, a practice that is uncommon among similar supported firms.

To learn more about the advisors currently working at St. Louis Financial Planners Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.